Paul Miller, financial advisor Dallas TX
93 score

Paul Miller

CRD Number: 5416308
Current Firm: Wells Fargo Advisors, LLC

Paul Miller (CRD# 5416308) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Addison, TX Dec 2013 - Current 3
Bbtis Rockwall, TX Apr 2013 - Dec 2013 < 1
Bbtis Rockwall, TX Jan 2013 - Apr 2013 < 1
Bb&t Investments Mesquite, TX Apr 2010 - Jan 2013 2
Wachovia Securities, LLC Addison, TX Sep 2007 - Mar 2010 2
Wachovia Bank, N.a. Addison, TX Sep 2007 - Mar 2010 2
Unemployed Rockwall, TX Aug 2007 - Sep 2007 < 1
Village Capital And Investment Mount Laurel, NJ May 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Paul J. Miller
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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